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Multigenerational wealth is a business onto itself and it takes intense planning and effective management. As with any business, there must be a vision, a clear set of goals, internal controls, tax strategies and trusted advisors to help guide it. Objectives such as asset preservation, wealth building, philanthropic endeavors and succession planning, among others— are all crucial to the success of family offices.
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Rothstein Kass Family Office Group has years of experience and a thorough understanding of family office dynamics as well as the needs of individual members. We understand how the reallocation of assets can significantly impact generations to come and how drawing dividends from the family office cannot only incur tax exposures but also detract from the family office in other ways. We also understand that administrative and staffing needs must be met in order for family offices to run properly and optimize their potential.
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| How We Can Help: |
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Integrated Planning
• Tax planning and compliance
• Lifestyle and estate planning
• Estate, tax and financial plans
• Cost analysis
• Multi-generational planning
Lifestyle Management
• Bill paying and payroll
• Cash flow management
• Business and succession planning
• Property management
• Private travel management
• Collectibles management
Risk Management
• Liability management
• Bank financing
• Insurance analysis and oversight
Data Aggregation
• Consolidated statements and analysis
• Budgeting
• Partnership accounting
• Monitoring intellectual capital and licenses
Philanthropy and Foundations
• Philanthropic mission
• Foundation management
• Personal giving
Family Continuity
• Family assets
• Family governance
• Client education
• Family meetings
• Coaching and facilitation
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